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iShares Core S&P 500 ETF

1,603 hedge funds and large institutions have $114B invested in iShares Core S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 715 increasing their positions, 601 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
+4
Holders Change %
+0.25%
% of All Funds
34.75%
Holding in Top 10
510
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
11.06%
New
115
Increased
715
Reduced
601
Closed
83
Calls
$67.2M
Puts
$12.4M
Net Calls
+$54.7M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
551
Western Wealth Management
Colorado
$8.93M -$347K -1,218 -4%
JFG
552
JMG Financial Group
Illinois
$8.85M -$268K -942 -3%
FPFS
553
First Personal Financial Services
North Carolina
$8.82M +$469K +1,647 +6%
EA
554
Elm Advisors
California
$8.81M +$35K +123 +0.4%
CL
555
CPWM LLC
Washington
$8.81M +$5.41K +19 +0.1%
FPGK
556
Financial Partners Group (Kansas)
Kansas
$8.8M +$1.98M +6,959 +29%
CAM
557
Concorde Asset Management
Michigan
$8.8M +$961K +3,374 +12%
TWA
558
TCI Wealth Advisors
Arizona
$8.76M +$148K +520 +2%
PFP
559
Pinnacle Financial Partners
Tennessee
$8.75M -$1.76M -6,187 -17%
CL
560
Choreo LLC
Illinois
$8.74M -$336K -1,179 -4%
RCM
561
Riverhead Capital Management
Delaware
$8.67M +$2.75M +9,667 +46%
DZ Bank
562
DZ Bank
Germany
$8.65M +$123K +433 +1%
BAS
563
Brown Advisory Securities
Maryland
$8.61M -$4.36M -15,330 -34%
PGWM
564
Parisi Gray Wealth Management
New Jersey
$8.55M -$2.01M -7,074 -19%
NG
565
NatWest Group
United Kingdom
$8.53M +$3.7K +13 +0%
BHIA
566
Birch Hill Investment Advisors
Massachusetts
$8.52M -$33K -116 -0.4%
MCM
567
Maxim Capital Management
California
$8.51M +$139K +490 +2%
ACM
568
Aviance Capital Management
Florida
$8.49M +$2.38M +8,355 +39%
CCWA
569
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.48M -$7.68K -27 -0.1%
NL
570
NWAM LLC
Washington
$8.46M +$256K +901 +3%
SLF
571
Sun Life Financial
Ontario, Canada
$8.42M -$8.42M -29,590 -50%
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$8.42M +$308K +1,083 +4%
PJSIMP
573
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.39M -$716K -2,515 -8%
GFS
574
GYL Financial Synergies
Connecticut
$8.35M +$534K +1,875 +7%
KIA
575
KCM Investment Advisors
California
$8.34M +$1.66M +5,825 +25%